Name Holding Trade Value Shares
Change
Change in
Stake
FNFDCM
1026
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$382K – – –
PS
1027
Portfolio Strategies
New York
$382K – – –
CWP
1028
Curated Wealth Partners
California
$381K -$112K -357 -21%
AWM
1029
Avior Wealth Management
Nebraska
$381K – – –
1WA
1030
180 Wealth Advisors
Washington
$381K +$312 +1 +0.1%
PFBT
1031
Parkside Financial Bank & Trust
Missouri
$379K +$85.9K +275 +26%
PB
1032
Pinnacle Bancorp
Nebraska
$376K -$18.7K -60 -4%
GWSG
1033
GPS Wealth Strategies Group
Colorado
$375K +$10.3K +33 +3%
GT
1034
Glenview Trust
Kentucky
$373K +$119K +381 +42%
TTWM
1035
TCV Trust & Wealth Management
Virginia
$370K -$4.69K -15 -1%
DY
1036
Dowling & Yahnke
California
$369K +$128K +411 +47%
MFA
1037
Mayflower Financial Advisors
Massachusetts
$366K +$17.5K +56 +5%
AAS
1038
Ameritas Advisory Services
Nebraska
$366K +$40.9K +131 +11%
EF
1039
Empirical Finance
Pennsylvania
$360K +$391K +1,251 New
BDF
1040
Balasa Dinverno & Foltz
$359K +$32.5K +104 +9%
APP
1041
Avantax Planning Partners
Iowa
$357K +$1.87K +6 +0.5%
THWM
1042
Taylor Hoffman Wealth Management
Virginia
$356K – – –
GCAC
1043
Guardian Capital Advisors (Canada)
Ontario, Canada
$354K – – –
EI
1044
Ethic Inc
New York
$353K +$65.9K +211 +21%
DBT
1045
Dubuque Bank & Trust
Iowa
$346K -$312 -1 -0.1%
APW
1046
Aurora Private Wealth
New Jersey
$346K – – –
PFM
1047
Parsec Financial Management
North Carolina
$346K +$22.8K +73 +6%
CSIC
1048
Clifford Swan Investment Counsel
California
$343K +$24.7K +79 +7%
FTA
1049
Financial & Tax Architects
Missouri
$337K -$22.8K -73 -6%
PTC
1050
Petrus Trust Company
Texas
$335K +$364K +1,164 New